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Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intels quarterly results sparked a sharp selloff after its weaker-than-expected fourth-quarter outlook, with PC-market softness and supply constraints weighing on the forecast. Traders are divided between calling the reaction an overdone response to results that beat estimates and seeing the guidance and operational issues as signs of deeper problems.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

DJTs steep slide to fresh lows is driving the discussion, with many traders calling the companys business case weak and shorting the stock. Political uncertainty around the midterms and Iran is also cited as a concern, while a smaller group sees the selloff as oversold and looks for a bounce.

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

Concerns over disappointing major tech earnings and heavy AI infrastructure spending are driving risk-off discussion around the S&P 500. Traders debate whether the pressure marks a broader AI-trade correction or a temporary pullback, with bearish calls for more selling alongside dip-buying and bounce expectations.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apples resilience amid weakness in AI-heavy tech is widely discussed as a safe-haven rotation, with traders pointing to its lower AI spending and defensive profile. Bulls view that positioning as a strength, while bears argue the valuation is stretched and question product demand and the outlook ahead of earnings.

XRP is a decentralized digital asset and the native token of the XRP Ledger, a Layer 1 blockchain designed for high-performance global payments. Its primary value proposition is offering a fast, cost-effective alternative to traditional banking systems by enabling near-instant cross-border settlements that finalize in three to five seconds. By serving as a neutral bridge asset between different fiat currencies, it helps financial institutions lower liquidity costs and eliminates the need for pre-funded accounts.  The network is unique because it utilizes a federated consensus protocol instead of energy-intensive mining or staking. This system achieves deterministic finality through a Unique Node List of trusted validators who must reach an eighty percent agreement threshold to permanently record transactions. This infrastructure supports a sustained throughput of 1,500 transactions per second and includes a built-in decentralized exchange that allows for the automated trading of any tokenized asset without intermediaries.  The project traces its origins back to 2004 with Ryan Fugger before being co-founded in its modern form by Jed McCaleb and Chris Larsen. The company, now known as Ripple, works with major financial institutions as partners and investors to build global payment solutions. To protect the network from spam, a small amount of XRP is burned during every transaction, and the token is further utilized by institutions as collateral to access traditional markets and manage digital asset infrastructure.  Institutional adoption of the asset reached a major milestone in November 2025 when the SEC approved the first wave of spot XRP ETFs. These products, offered by major issuers including Bitwise, Grayscale, 21Shares, Canary Capital, and Franklin Templeton, are now listed on prominent exchanges like the NYSE Arca, Nasdaq, and Cboe BZX. While Ripple remains a key contributor to the ecosystem, the underlying XRP Ledger continues to operate as an open-source and decentralized network.

Ripple

Ripples bank charter and Swell-related partnerships have drawn attention, but traders are frustrated that the positive company news has not translated into stronger XRP price action. The main debate is whether Ripples growing RLUSD business and institutional deals will create meaningful demand for XRP, or primarily benefit Ripple and its stablecoin; some holders remain optimistic about longer-term adoption.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

SanDisks strong quarterly results, raised guidance and announced 8-for-1 stock split are drawing attention, but shares fell despite the positive news. Traders are debating whether the drop reflects broader weakness in tech and semiconductor stocks and profit-taking after a sharp rally, while bullish voices view the selloff as disconnected from the companys results and memory-demand outlook.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazons quarterly results and outlook missed expectations slightly, while heavy AI infrastructure spending and negative free cash flow intensified concerns about returns on investment despite accelerating AWS growth. Traders are split between viewing the selloff as an overreaction to strong cloud momentum and worrying that rising capital needs may weigh on cash generation.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLASs REGAL Phase 3 trial reaching its 80-event endpoint has set up final analysis and an anticipated topline readout, making the trials survival results the central focus. Traders are divided over whether the prolonged time to reach the endpoint signals benefit from GPS or could reflect control-arm survival and other trial uncertainties; the shares decline after the milestone has also fueled debate about a sell-the-news reaction and the binary risk ahead.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is under pressure as weakness in major tech and semiconductor stocks, led by Amazon and Intel results, deepens concern about heavy AI spending and the payoff from the buildout. Traders are split between calling the selloff an AI-bubble unwind and viewing the pullback as a dip-buying opportunity.

Ethereum is a global, open-source platform for decentralized applications. In other words, it is a decentralized blockchain platform that enables developers to build and deploy smart contracts and applications without central authority control. Unlike Bitcoin, which primarily functions as digital currency, Ethereum operates as a programmable global computer where developers can create any type of decentralized service.   The platform hosts over $14 billion in DeFi applications with hundreds of thousands of active users across financial protocols, NFT marketplaces, and gaming platforms. Its transition to Proof of Stake in September 2022 reduced energy consumption by over 99%, addressing environmental concerns while strengthening network security.  The network operates through thousands of independent validator nodes that process transactions and execute smart contracts on the Ethereum Virtual Machine. Smart contracts are self-executing programs written in Solidity that automatically carry out agreements when conditions are met, eliminating intermediaries like banks or brokers.   Validators stake ETH as collateral to propose and validate blocks, earning rewards for honest participation while facing penalties for malicious behavior. The EIP-1559 upgrade introduced a dynamic base fee mechanism that burns ETH with each transaction, creating deflationary pressure during high network activity when more ETH is burned than issued to validators.  Vitalik Buterin proposed Ethereum in 2013, but seven co-founders helped build it, including Gavin Wood who created Solidity and the EVM technical specification, and Joseph Lubin who founded ConsenSys. The project launched in July 2015 after raising over $18 million through crowdfunding, quickly becoming the largest blockchain developer community. Major milestones include the 2020 Beacon Chain launch, the 2021 London hard fork implementing fee burning, and the 2022 Merge to Proof of Stake.   Ether (ETH) serves multiple functions: paying transaction fees (gas), staking to secure the network and earn 3-5% annual yields, serving as collateral in DeFi protocols, and purchasing NFTs and digital assets. The asset is increasingly adopted by traditional institutions, with publicly traded companies adding ETH to corporate treasuries to generate staking yields while maintaining blockchain exposure, and in 2024, the SEC approved spot Ethereum ETFs, allowing traditional investors to gain exposure through conventional brokerage accounts.  Ethereum's roadmap focuses on dramatically increasing transaction capacity to over 100,000 per second, reducing confirmation times, and enhancing decentralization while maintaining security against future threats like quantum computing.

Ethereum

Reports of a major Binance exchange breach have fueled risk-off selling across crypto, with ETH falling alongside other tokens. Traders debate whether the incident is contained to the exchange, with customer funds reportedly safe and stolen assets frozen, or signals broader security risks; some view the selloff as a buying opportunity.

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Gorilla Technology Plans First US Data Center Deal, Targets Over 100MW AI Infrastructure 

Equity

The proposed site has approximately 6 MW of current utility capacity, with a potential path to 36 MW following utility and infrastructure work.


DVLT Stock Rises As Traders Brace For Platform Launch — Retail Stays Bearish Amid Growing Buzz

Datavault AI plans to launch three platforms on Sept. 15 to monetize data and real-world assets. 


Rezolve AI Stock Drops After Net Loss Widens – CEO Says Google Is ‘Just The Beginning’ With More Deals In Pipeline

CEO Daniel Wagner said Rezolve expects to announce additional infrastructure licensing agreements “imminently.”


DVLT Stock Slides After Datavault AI Revenue More Than Triples, But Still Misses Wall Street Expectations

Datavault AI reported second-quarter revenue of $6.8 million, up 287% from a year earlier but well below Wall Street’s $30 million estimate.


DUOT Stock Eyes Best Single-Day Gains In 20 Months — Cantor Says $500M Data Center Lease Should Drive A 'Sharp' Revenue Inflection By Q1 Next Year

Analysts at Cantor Fitzgerald raised their price target on Duos to $27 from $26 while maintaining an ‘Overweight’ rating, implying an upside potential of about 118% from current levels.

DUOT Stock Soars On Five-Year Hosting Agreements Worth Over 18X Its 2025 Revenue — What Investors Need To Know

Duos Technologies said that the agreements cover an aggregate 55 MW of AI facility capacity across multiple U.S. data center sites


SOUN Stock Hits 2-Month High, Rallying Toward Biggest Gain in 3 Months Despite Analyst Target Cuts

The price target cuts come after SoundHound AI posted record quarterly revenue of $61.9 million and a smaller-than-expected adjusted loss.


Datavault Q1 Revenue Soars 443%  – CEO Touts Rising Institutional Tokenization Demand

Datavault reported adjusted loss per share of $0.09 in Q1, compared to a loss of $0.18 per share during the same period a year ago.

Palladyne AI Subsidiary Wins US Navy Contract For Developing New Missiles — PDYN Stock Soars Pre-Market

The company said that the Air-Launched Rapid Response Missile is expected to deliver nearly hypersonic speed and long range at a fraction of the cost of other hypersonic weapons.

Palladyne AI CEO Touts Expanded Backlog, Deeper Defense Engagement After Q4 Beat Sends PDYN Stock Soaring

Palladyne AI reported a loss of $0.04 per share, down from a loss of $1.75 per share during the same quarter a year ago, and better than Wall Street’s expectations of a loss of $0.14 per share.

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<ul class="summary-bullets"><li>Gorilla Technology signed a non-binding letter of intent to acquire its first U.S. data center, with closing targeted for the end of November 2026.</li><li>The company aims to expand its U.S. data center portfolio through acquisitions, site expansions and customer-led GPU deployments.</li><li>Gorilla is assessing infrastructure upgrades, including additional power distribution and direct liquid cooling, to support future high-density AI computing.</li></ul>Gorilla Technology Group (GRRR) announced on Friday that it had signed a non-binding letter of intent to acquire its first U.S. data center and plans to expand its U.S. AI infrastructure portfolio to over 100 megawatts (MW) over the next 12 to 18 months.The proposed acquisition involves an existing operating facility with approximately 6 MW of current utility capacity and a pathway to 36 MW of total site power capacity. The company said it was targeting completion of the acquisition by the end of November 2026.<blockquote>“We are not entering the United States simply to acquire a building. We are establishing the first piece of what we aim to become a significant AI infrastructure business.”– Jay Chandan, CEO and Chairman, Gorilla Technology Group</blockquote>Gorilla also said it has obtained written support from the local utility for an additional 30 MW, although delivering that capacity will require further utility and site infrastructure work.<a href="https://stocktwits.com/symbol/GRRR">GRRR stock</a> dropped over 4% in morning trade, despite a recovery in the broader market, and was among the top-trending tickers on Stocktwits at the time of writing.&nbsp;<h2 class="st-heading-2">Gorilla Targets 36 MW At First US Data Center</h2>The proposed acquisition would give Gorilla an initial operating base in the U.S. AI infrastructure market. The facility already has electrical and cooling infrastructure, carrier-neutral connectivity, and existing colocation and office operations.Gorilla said it was reviewing the facility’s tenants, lease terms, rent roll and historical operating performance as part of its due diligence. It added that the utility has indicated an approximately 18-month timetable for delivering the additional 30 MW of power.&nbsp;Gorilla is also assessing upgrades needed to support high-density AI computing, including additional power distribution and direct liquid-cooling capabilities for future GPU deployments.<h2 class="st-heading-2">Gorilla Plans Broader AI Infrastructure Expansion</h2>The proposed acquisition is the starting point for Gorilla’s broader U.S. expansion strategy. The company said it was targeting more than 100 MW of total site power capacity over the next 12 to 18 months through additional acquisitions, infrastructure expansions and customer-led AI compute deployments.Gorilla added it was evaluating further opportunities across the U.S., focusing on sites with available power, strong connectivity, expansion potential and customer demand.&nbsp;The company also said it was engaging with prospective customers regarding future AI compute and GPU capacity at the proposed site.&nbsp;Gorilla stated its strategy is to combine owned data center infrastructure with customer-led GPU deployments and its existing AI software and operational capabilities to serve enterprise, cloud and AI customers.&nbsp;CFO Bruce Bower said Gorilla is focused on acquiring infrastructure that offers immediate utility and substantial expansion potential while maintaining disciplined investment criteria.According to Chandan, controlling the underlying infrastructure could give Gorilla greater control over deployment timelines, power, cooling and operating economics.<h2 class="st-heading-2">How Is Retail Feeling About GRRR Stock?</h2>Retail sentiment around GRRR stock on Stocktwits remained in ‘neutral’ territory over the past day, with chatter at ‘extremely high’ levels. Platform data showed a 21% jump in message volume over the last 24 hours and a 145% increase overall this week.One retail trader said the proposed U.S. acquisition is a “huge” development for Gorilla, noting that the company had expanded from Asia into the U.S. market. Another trader said entering the U.S. market could lend the company greater credibility, despite skepticism around the stock.<stembedurl>https://stocktwits.com/ACInvestorBlog/message/666133490</stembedurl><stembedurl>https://stocktwits.com/bassie93/message/666135253</stembedurl>GRRR stock has fallen over 8% this year and more than 40% in the last 12 months. Only five analysts cover the company, according to Koyfin, with the 12-month average price target on the shares at $32.83. The target implies a potential upside of 187% from current levels.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/coin-hood-stocks-get-price-target-hikes-while-gemini-to-underweight/cZD6nmMRBVw">COIN, HOOD Stocks Get Price Target Hikes, While Morgan Stanley Cuts Gemini To ‘Underweight’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Gorilla Technology logo is seen displayed on a smartphone screen. 

Gorilla Technology Group (GRRR) announced on Friday that it had signed a non-binding letter of intent to acquire its first U.S. data center and plans to expand its U.S. AI infrastructure portfolio to over 100 megawatts (MW) over the next 12 to 18 months.

Gorilla Technology Plans First US Data Center Deal, Targets Over 100MW AI Infrastructure

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Fed decision day is here - Kevin Warsh chairs his first FOMC meeting with markets pricing a hold at 3.50%-3.75% but watching for a hawkish shift. Vote on what you expect to be decided today, then drop your prediction for the first rate cut or hike in the comments.

What do you expect the Fed to decide at its FOMC meeting today? 
 
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